New Client Specialist (Inbound Sales)
About The Position
Easy Pay Direct is seeking a New Client Specialist to manage inbound opportunities and serve as the first point of contact for prospective merchants. The role focuses on responding to new leads quickly, advising business owners, guiding them through application and onboarding, and ensuring applications are complete and secure before they proceed. The specialist also demonstrates EPD Commerce, the company’s AI-powered agentic commerce platform, to marketing-qualified leads. This is a hands-on, KPI-driven role centered on speed and quality. The specialist will manage a high volume of activity, help identify incomplete or risky applications, and maintain accurate opportunity records in HubSpot. The position is onsite in East Austin, Texas, and reports to the NCS Lead. The stated first-year average on-target earnings are $85,000, comprising a $70,000 base salary and $15,000 in annual incentives.
Requirements
- 2–5+ years of B2B sales experience.
- Exceptional written and verbal communication skills.
- Tech-savvy and highly organized, with the ability to manage multiple tasks and a high volume of activity.
- A self-starter who thrives in a dynamic environment.
- Commitment to continuous learning and growth.
Nice To Haves
- Direct experience in payments or merchant services.
- Experience in fintech, financial services, or the software industry.
- Experience with HubSpot or similar CRM systems.
- Familiarity with high-risk merchant accounts.
- Experience in lead qualification and fraud prevention.
Responsibilities
- Respond to every new inbound lead as quickly as possible, qualify the opportunity, and sell to prospective merchants.
- Guide merchants through the application process, manage expectations, and handle objections.
- Collect required documents and digital signatures to support a smooth onboarding experience.
- Review financial statements, personal IDs, and other key documents to assess whether applications meet criteria and are genuine, accurate, and complete.
- Demonstrate EPD Commerce to marketing-qualified leads.
- Maintain complete and accurate records for every opportunity in HubSpot.
- Manage a high volume of activity while keeping each new client moving forward.
- Meet team KPIs for speed and quality and help merchants get approved and operating quickly.
Benefits
- Health insurance.
- Dental and vision insurance.
- 401(k) with company match.
- Paid time off (PTO).
- East Austin office with an on-site shower, near restaurants and coffee shops.
- Fully stocked office kitchen and snacks.
- Frequent company outings and happy hours.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
